freeslotswinrealmoney| More than 4500 companies fell, but the "real price of A-shares" hit a record high

On May 23, the market opened low throughout the day, with all three major indexes falling more than 1%, and more than 4500 stocks in the two cities fell. By the close, the Prev index was down 1%.Freeslotswinrealmoney.33%, down 1%Freeslotswinrealmoney.56%, the gem index fell 1.38%.

In terms of plates, PEEK materials, AI PC, secondary new stocks, military industry and other plates led the rise, while precious metals, non-ferrous metals, education, skits and other plates led the decline.

On the whole, stocks fell more than rose less, with more than 4500 stocks falling in the two markets. Today's turnover on the Shanghai and Shenzhen stock markets is 847.7 billion, 16.5 billion higher than that of the previous trading day.

Today, A shares fell more sharply, after the Prev stood above 3100 points, this range.FreeslotswinrealmoneyThis is the first time that a pullback has been made.

According to the time-sharing chart, buying is far inferior to selling, which also leads to the collective "dumb fire" of the recent hot topics.FreeslotswinrealmoneyIt was not until the end of the day that the real estate sector returned briefly, but failed to drive the market to rebound.

But don't be too nervous. Since this rebound, there will often be a sharp rise the day after the sharp decline, so what is more important is how the market will choose tomorrow.

Why is the market weakening today?

Market sentiment is under pressure, starting with the Fed's statement last night.

According to the latest minutes of the meeting, the Fed continues to maintain the target range of the federal funds rate at 5.25% between 5.25% and 5.50%. Fed officials discussed the need to keep interest rates stable for a longer period of time, or to cut rates in the face of a weaker labor market, and several officials at the meeting mentioned a willingness to raise rates if necessary.

This summary directly led to overnight U. S. stocks, commodity markets under pressure, international gold, silver prices, international copper contracts have fallen sharply.

Then, this morning, Asia-Pacific stock markets (with the exception of Japan) were largely weak. After Hong Kong stocks opened lower, the stock index continued to decline, as did A shares in early trading, while South Korean and Australian stock indexes also performed poorly.

"the real price of A-share"

Changjiang Electric Power set an all-time high in intraday trading

Changjiang Electric Power stock, I believe A-share investors have heard more or less, this morning, the stock hit a record high of 26.34 yuan. In terms of funds, as of yesterday, Changjiang Electric Power (600900) has received a northward net inflow of funds for six consecutive trading days.

Many people even think that it is the "real price investment" of A shares.

Except for others, the trend of monthly line and annual line is long bull.

Data show that Changjiang Electric Power was listed in 2003 with an issue price of 4.3 yuan. On the annual line, the stock has been "rising and rising" for nearly 10 years, rising from more than 4 yuan all the way to 26 yuan (former reinstatement right).

If an investor bought its stock 10 or 20 years ago and didn't operate it at all, he could make a lot of money. But for investors who are used to short holdings, such tickets don't seem to make much money.

A small colored egg is that on February 5 this year, when thousands of shares fell by the daily limit and the stock index bottomed out and rebounded, Changjiang Electric Power also hit a new high, showing a very strong risk aversion attribute.

From the perspective of "carving the boat and seeking the sword", will this strengthen the expectation of a rebound in the market tomorrow?

Zhongyuan Securities said earlier when commenting on Changjiang Electric Power's 2023 annual report and the first quarterly report of 2024:

The company is the listed power generation company with the largest market capitalization of A shares, the main business of hydropower is sound, strong and stable profitability, as a value blue chip benchmark and high dividend target, it has brought rich returns for long-term investors.

"in view of the overall drying up of water from the Yangtze River in 2022 and 2023, the improvement in profitability brought about by the Wu and Bai power stations has not yet been fully reflected. We are more optimistic about the incoming water from the Yangtze River from 2024 to 2026, and it is expected that the company's annual power generation will gradually improve, and the company's profitability will rise to a new level after the injection of Wu and Bai Hydropower stations. "

What other themes are stronger against the trend?

In terms of the whole day's performance, the following sectors are among the top gainers:

1) PEEK material

Objectively speaking, the increase in this sector mainly comes from several stocks that have risen sharply on the Northern Stock Exchange.

It is reported that polyether ether ketone (PEEK) material is a kind of high temperature thermoplastic material, which has the characteristics of high temperature resistance, wear resistance, corrosion resistance and self-lubrication, and is widely used in electronic, automotive, aerospace, military, medical and other fields. In the field of humanoid robot (300024), the composite use of PEEK material and carbon fiber has become an important trend to improve the strength of materials.

Citic Securities pointed out that PEEK has excellent performance and is expected to be widely used in automotive, aerospace, electronics, medical and other fields. The global market of PEEK is expected to reach 8.5 billion yuan in 2027. In addition, 800V motor enamelled wire and aviation CF/PEEK are expected to open a larger market space, and due to cost reduction and process upgrading and other factors, PEEK will accelerate its application.

2) AI PC, consumer electronics

Nvidia, which reported better-than-expected results last night, rose more than 7% in after-hours trading. If the rally continues until Thursday, its shares will break through the $1000 mark for the first time.

As the global leader of AI, Nvidia's strong performance has also supported the countertrend strength of some AI branches of A shares today.

In addition, on the news, this week Microsoft launched a new personal computer with Microsoft's artificial intelligence assistant Copilot, which it said will run on the GPT-4o model of the US artificial intelligence company Open artificial Intelligence Research Center, allowing artificial intelligence assistants to interact with computers through text, video and voice.

At the same time, Dell has launched five artificial intelligence personal computers, and Dell has reached a strategic partnership with Nvidia to vigorously promote generative artificial intelligence technology.

Guohai Securities believes that the release of "Copilot+PC" may be a new chapter in Microsoft's innovation in artificial intelligence. It reconstructs PC from all levels and redefines AI PC's software + hardware capabilities, which marks a very significant change in the Windows platform over the past few decades. Microsoft AI PC may become a more efficient productivity tool by virtue of high-quality software interactive experience and hardware performance, which is expected to lead to a new wave of PC replacement.

3) China Shipping Department and National Defense Industry

According to the latest data released by the China Shipbuilding Association a few days ago, in the first quarter of this year, the national shipbuilding completed 12.35 million deadweight tons, an increase of 34.7% over the same period last year, while the number of new orders received was 24.14 million deadweight tons, an increase of 59% over the same period last year, accounting for nearly 70% of the global total. As of the end of March, domestic shipbuilding enterprises had handheld orders of 154.04 million deadweight tons, an increase of 34.5% over the same period last year.

Changjiang Securities pointed out that the shipbuilding plate has a long-term boom and gradually ushered in the release of profits. As high-price and high-quality new ship orders enter the centralized delivery period, the rapid release of performance in the next 2-3 years will provide strong support to the plate. At the same time, the rapid increase in the share of China's shipbuilding industry is expected to further improve the flexibility of leading performance in the upstream period.